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CIK: 0001804116
Total reported value
$165.5M
$165.5M
80 檔
32.5%
The Q1 2025 SEC filing reveals that KOM Wealth Management Group, LLC held a total portfolio value of $165.5M, covering 80 public equity positions.
In Q1 2025, KOM Wealth Management Group, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.06% | +0.45% | +1558.90% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 10.29% | -0.06% | -31.92% | |
| 3 | FFSM | Fidelity Fndm Sm Mid Cap ETF | ETF-Other | 9.36% | +0.61% | — | |
| 4 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 5.12% | -0.96% | -19.85% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.19% | -0.41% | -68.08% | |
| 6 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 3.69% | — | -39.95% | |
| 7 | HDV | Ishares Core High Dividend E | ETF-Other | 2.78% | -0.49% | -5.57% | |
| 8 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 2.71% | -0.21% | -19.82% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.37% | -0.03% | +0.44% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.36% | +0.74% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.30% | -1.92% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.18% | -0.20% | -69.40% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.01% | -0.25% | +21.35% | |
| 14 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.96% | -0.77% | -6.07% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.65% | -0.11% | -72.82% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.46% | -0.06% | -1.68% | |
| 17 | DFIC | Dimensional International Co | ETF-Other | 1.33% | -0.18% | -77.23% | |
| 18 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.23% | -0.15% | -33.55% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | -0.36% | +2.21% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.92% | -0.13% | -3.58% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.90% | -0.03% | -2.45% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.79% | -0.05% | +0.31% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.79% | — | +4.07% | |
| 24 | CGDV | Cap Group Dividend Value | ETF-Other | 0.77% | +0.05% | +14.49% | |
| 25 | CGXU | Cap Group Intl Focus | ETF-Other | 0.73% | +0.07% | +8.74% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.09% | +0.03% | |
| 27 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.70% | +0.08% | +43.59% | |
| 28 | IDV | Ishares International Select | ETF-Other | 0.68% | -0.13% | -10.90% | |
| 29 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.68% | -0.07% | +2.44% | |
| 30 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.56% | — | +20.73% | |
| 31 | NEM | Newmont CORP | Stock-Materials | 0.56% | -0.25% | +58.70% | |
| 32 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.56% | -0.19% | EXIT | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.55% | -0.03% | -35.54% | |
| 34 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.51% | -0.01% | -4.41% | |
| 35 | CGGR | Cap Group Growth Equity | ETF-Other | 0.51% | +0.02% | +6.96% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.10% | +3.08% | |
| 37 | CGUS | Cap Group Core Equity | ETF-Other | 0.47% | +0.05% | +36.71% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.47% | — | +0.04% | |
| 39 | PFF | Ishares Preferred & Income S | ETF-Other | 0.47% | +0.07% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.05% | -20.68% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | — | -4.18% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.05% | -3.63% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.38% | — | +0.59% | |
| 44 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.38% | +0.10% | +22.44% | |
| 45 | WPC | Wp Carey Inc | Stock-Real Estate | 0.38% | -0.02% | +0.42% | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.37% | +0.06% | — | |
| 47 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.36% | -0.05% | -40.10% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.36% | -0.09% | +0.66% | |
| 49 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.33% | — | +17.92% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.31% | -0.02% | -9.06% |
According to official SEC Form 13F filings, KOM Wealth Management Group, LLC reported a total U.S. public equity portfolio value of $165.5M across 80 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, DGRO, FFSM) accounted for 32.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $20.7M
During Q1 2025, KOM Wealth Management Group, LLC's top holdings by market value included VTI (18.1%)、DGRO (10.3%)、FFSM (9.4%). The largest single position, VTI, represented 18.1% of total portfolio value.
In Q1 2025, KOM Wealth Management Group, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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